With the Dow roaring 121 points on Friday, Cramer said he believes earnings are driving the rally. The S&P 500 is up 2.4% year over year, exceeding expectations of a 1.8% rise. Of the companies that have reported so far, the majority have had positive results and only 23.6% have been negative. However, before outlining the game plan for the week ahead, Cramer cautioned that he is worried about disappointing results from Wal-Mart (WMT) and Nordstrom (JWN) recently and the implications these disappointments might have for the rest of the retail sector. Cramer would be cautious about many retailers, because many have already seen substantial run-ups.

Monday

Campbell Soup (CPB) is usually a consistent play on consumer goods, but the sector has gotten overvalued. Cramer is not betting for a strong report or a strong reaction.

Ply Gem and Channel Advisor IPOs: Cramer would try to get into these deals.

Tuesday

Best Buy (BBY) has stabilized, but since Wal-Mart management said the home entertainment segment was weak, Cramer would approach the quarter with caution.

AutoZone (AZO) often gets hammered after it reports, so those who want to invest in AZO should wait after earnings. Cramer likes AZO's buyback.

Home Depot (HD): Cramer sold HD from his charitable trust because expectations have been getting too elevated. HD has run 24% so far this year.

TJX Companies (TJX) is another retailer that might have run too much. Cramer sold some of TJX from his charitable trust. TJX might report a good quarter, but the stock is unlikely to rise.

NetApp (NTAP) is a data storage play and the subject of hedge fund activism. It is worth listening to management for information about this.

Wednesday

Target (TGT) might fare better than Wal-Mart, but Cramer wants to see it come down before buying.

Lowe's (LOW) might be a buy ahead of earnings if HD dips but reports a good quarter. However, if HD disappoints, Cramer would stay away from LOW.

Hewlett-Packard (HPQ) has rallied 50% so far this year. Some think it could see a turnaround, but Dell's (DELL) numbers are showing that PCs are still a weak area.

Toll Brothers (TOL) got hammered after its last quarter, which wasn't that bad. Since TOL is high now going into the quarter, Cramer would be careful about its stock getting hit again. Cramer is bullish on housing, but he would be careful about owning it prior to earnings.

Thursday

Sears Holdings (SHLD) has very low expectations surrounding it. Since housing is a strong sector, it might be a buy.

Salesforce.com (CRM) is the "best of the best" of the cloud plays. Cramer thinks it will shoot the lights out of its quarter. The stock rose dramatically after its previous quarter. He would own the stock going into earnings.

Williams-Sonoma (WSM) was downgraded, but is still a great stock. Cramer wishes it were a bit lower prior to earnings.

Friday

Abercrombie & Fitch (ANF) is another retailer that is a bit too high going into the quarter. ANF surprised to the upside last time around.

Boston Scientific (BSX) has seen a long, painful slide lower in the last 8 years, but Cramer thinks the company might finally have bottomed. BSX makes medical devices, such as stents, that limit the need for invasive procedures. BSX was once called "the king of stents," and saw fabulous growth but a series of product recalls, lawsuits, increasing competitions and warnings from the FDA created a dark period for BSX. The stock has been flatlining for years, but has risen 59% since the beginning of 2013 because of new hope for its pipeline, which includes more sophisticated defibrillators and heart implantation devices. While these new devices only account for 1% of sales now, the percentage could rise to 13% in a few years. The defibrillator has met with much success, and BSX has to struggle to keep up with demand. Cramer thinks the stock could trade up to 26% higher once profits from new products kick in.

Of all the successful breakup stories, healthcare companies that create spin-offs to bring out value are among the most compelling. When Abbott Labs (ABT) spun off AbbVie (ABBV), the two stocks saw a collective gain of 60%. Covidien (COV) has gained 52% on news it will split up, and even mere rumors of a breakup of Johnson & Johnson (JNJ) have sent the stock higher.

The next healthcare company that might rise higher on news of a breakup may be Baxter International (BAX), which could break up into medical device and pharma segments. The stock has been a laggard because its Alzheimer's drug did not get FDA approval. However, Baxter has treatments for bleeding disorders, including hemophilia. Cramer isn't the first to say that BAX should break up; a research analyst at Morgan Stanley suggested a spin-off. Cramer thinks BAX could rise 19% higher if it breaks up.

Cramer took a call:

Questcor (QCOR) only has one gel product, and is too risky. "I don't want you near this stock."

Cramer answered some Tweets. Radian (RDN) has been Cramer's speculative stock for the year, and one Tweeter asked him how much higher it can run. While he is reluctant to give a price target for RDN, he still believes the stock is undervalued, especially since the FHA is likely to be less involved in mortgage insurance next year. Cramer also likes Genworth Financial (GNW), but prefers Radian.

Wells Fargo (WFC) and Coca-Cola (KO) are both popular dividend stocks. Cramer thinks WFC is inexpensive, but doesn't see a lot of upside for KO.

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